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crm project management mentorship strategic communication📋 Description
- Lead Subject Matter Expert for Wealth Management CX team.
- De-escalate high-value client issues with calm-tech approach.
- Mentor junior associates and refine service standards.
- Partner with Portfolio Managers and Advisors to align service.
- Ensure client experience is world-class and accurate.
🎯 Requirements
- 5+ years in Wealth Management, Private Banking, or Relationship Management.
- Mentorship and coaching experience.
- Project management: lead side-projects while maintaining a personal book of clients.
- Strategic communication: deliver tough news with poise and clarity.
- Strong client relationship skills and de-escalation abilities.
🎁 Benefits
- Competitive salary.
- Retirement savings matching plan.
- 20 vacation days per year.
- 90 days away program: work internationally for up to 90 days/year.
- Remote-first team across North America.
- Wellness days off scheduled throughout the year.
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